Stafford Financial, LLC

Overview

Stafford Financial, LLC is a small, independent registered investment adviser operating as a limited liability company and focused on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its advisory model leans toward direct client relationships rather than acting as a capital allocator or fund sponsor. Investment activity is concentrated in publicly traded pooled vehicles—primarily mutual funds—rather than bespoke private placements or third‑party alternative managers. The firm is not an active ESG investor and is organized to serve a local or single‑state client base rather than a multi‑state institutional footprint. Fee arrangements include percentage of AUM, hourly charges, and fixed fees, which allows flexibility across planning engagements and ongoing asset management relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices